Experienced business-to-business consultative specialist of portfolio, performance, quantitative, and risk systems. Interacting regularly with analysts, portfolio managers and C level executives to build relationships and deliver unparalleled service and solutions by understanding, anticipating, and resolving issues.
Experience word cloud:
multifactor stock selection model, relative value, momentum, asset allocation, alternative assets, fractional shares, style model, factor analysis, quantitative investment strategy, quantitative methods, quantitative PM, quantitative portfolio manager, equity analytics, multifactor model, sector model, alpha generating model, alpha forecasting, backtesting, long short, asset management, portfolio manager, portfolio management, quant trading, equities, equity research, valuation, equity valuation, fundamental analysis, investment strategy, asset allocation, risk analysis, risk modeling, performance attribution, optimization, optimizer, portfolio optimizer, portfolio construction, small cap equity, large cap equity, high dividend yield, equity income, B2B sales, consultative sales, relationship management, OMS, EMS, Compliance, Pre-Trade, Order Management System, Confirmations, Affirmations, account management, business strategy, negotiation, software sales, data sales, problem solving, marketing, macroeconomics, business cycles, investment strategy, risk analysis, monte carlo, value at risk, VaR, stress testing, quantitative modeling, derivatives, OTC, NYSSA, CFA, SQL, SQA, GARP
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